Investment Claims Adviser
Our client is an Award Winning Claims Management Firm due to expansion they are looking to recruit an Investment Claims adviser.
An Investment Claims Adviser be:
An experienced Investment specialist with the ability to assess the viability of mis-sold Investment claims.
You must be CeFa, CertPFS or FPC qualified and have a detailed understanding of all types of Investment products including OEIC's, ISA's, Bonds and Unit Trusts.
Alternatively anyone that has handled Investment mis-selling complaints whilst working on behalf of a high st bank.
The role involves handling inbound warm calls from customers who have lost out as a result of poor pension advice. The adviser will follow a set process to identify any potential mis-selling in order to start a claim against a bank or financial adviser.
Investment Claims Adviser Key skills:
Good understanding of regulated pension products and sales process followed by banks and financial advisers
Excellent telephone manner is essential and a commitment to the very best customer service
Excellent sales skills
Ability to work under pressure in an organised way in a very busy office
Strong desire to hit targets to achieve bonus
£25k basic OTE c £35k
Hours Mon-Fri 9-30 to 5.30 OR 11.30 to 7.30
Holidays 28 days
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